Caterpillar Inc
CATFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Caterpillar Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Torren Management, LLC | 2026-03-31 | 5 | $3.63K | SEC filing |
| SAGE RHINO CAPITAL LLC | 2026-03-31 | 521 | $369K | SEC filing |
| Northstar Group, Inc. | 2026-03-31 | 2,370 | $1.68M | SEC filing |
| Dana Investment Advisors, Inc. | 2026-03-31 | 3,174 | $2.25M | SEC filing |
| Whalen Wealth Management Inc. | 2026-03-31 | 2,462 | $1.74M | SEC filing |
| Capital Management Associates, Inc | 2026-03-31 | 7,234 | $5.13M | SEC filing |
| Victrix Investment Advisors | 2026-03-31 | 5,419 | $3.84M | SEC filing |
| Pacific Center for Financial Services | 2026-03-31 | 758 | $537K | SEC filing |
| Banco Santander, S.A. | 2026-03-31 | 120,995 | $85.7M | SEC filing |
| SAXON INTERESTS, INC. | 2026-03-31 | 645 | $457K | SEC filing |
| Bull Street Advisors, LLC | 2026-03-31 | 350 | Not shown | SEC filing |
| Tredje AP-fonden | 2026-03-31 | 129,533 | $91.8M | SEC filing |
| Maridea Wealth Management LLC | 2026-03-31 | 691 | $490K | SEC filing |
| PayPay Securities Corp | 2026-03-31 | 12 | $9.27K | SEC filing |
| Quadrature Capital Ltd | 2026-03-31 | 6,616 | $4.69M | SEC filing |
| Simmons Bank | 2026-03-31 | 26,265 | $18.6M | SEC filing |
| Plante Moran Financial Advisors, LLC | 2026-03-31 | 456 | $323K | SEC filing |
| ALPS ADVISORS INC | 2026-03-31 | 10,384 | $7.36M | SEC filing |
| CURIO WEALTH, LLC | 2026-03-31 | 2 | $1.42K | SEC filing |
| NORTHEAST INVESTMENT MANAGEMENT | 2026-03-31 | 17,752 | $12.6M | SEC filing |
- Each value is checked against Caterpillar Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Caterpillar Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Caterpillar Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-11 · Fassino Anthony D.: Larger than 72 of the 77 other insider sales of Common Stock on file. SEC filing
- 2026-05-06 · De Lange Bob: Larger than 70 of the 77 other insider sales of Common Stock on file. SEC filing
- 2026-05-06 · BONFIELD ANDREW R J: Larger than 73 of the 77 other insider sales of Common Stock on file. SEC filing
- 2026-02-06 · De Lange Bob: Larger than all 77 other insider sales of Common Stock on file. SEC filing
- 2026-02-02 · De Lange Bob: Larger than 74 of the 77 other insider sales of Common Stock on file. SEC filing
- 2026-02-02 · Johnson Denise C: Larger than 76 of the 77 other insider sales of Common Stock on file. SEC filing
- 2025-11-05 · De Lange Bob: Larger than 71 of the 77 other insider sales of Common Stock on file. SEC filing
- 2025-10-10 · Umpleby III Donald J: Larger than 75 of the 77 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −1,191 | 907.98 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −1,568 | 909.70 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −2,259 | 905.73 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −1,787 | 904.70 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −1,605 | 911.92 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −402 | 910.65 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −2,302 | 908.76 | SEC filing |
| 2026-05-14 | Johnson Denise C · Group President | Common Stock | S — Open market or private sale | −1,491 | 906.73 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-26 | Creed Joseph E · Chief Executive Officer | Phantom Stock Units | A — Grant, award, or other acquisition | +16 | SEC filing |
| 2026-06-26 | Epley Kyle Joseph · Chief Financial Officer | Phantom Stock Units | A — Grant, award, or other acquisition | +6 | SEC filing |
| 2026-06-26 | Kaiser Jason · Group President | Phantom Stock Units | A — Grant, award, or other acquisition | +5 | SEC filing |
| 2026-06-10 | MacLennan David · Director | Common Stock | A — Grant, award, or other acquisition | +211 | SEC filing |
| 2026-06-10 | REED DEBRA L · Director | Common Stock | A — Grant, award, or other acquisition | +211 | SEC filing |
| 2026-06-10 | Johnson Gerald · Director | Common Stock | A — Grant, award, or other acquisition | +211 | SEC filing |
| 2026-06-10 | SCHWAB SUSAN C · Director | Common Stock | A — Grant, award, or other acquisition | +211 | SEC filing |
| 2026-06-10 | WILKINS RAYFORD JR · Director | Common Stock | A — Grant, award, or other acquisition | +211 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-04 | Johnson Denise C · Group President | Phantom Stock Units | J — Other acquisition or disposition | −10,946 | SEC filing |
| 2025-11-25 | MacLennan David · Director | Phantom Stock Units | J — Other acquisition or disposition | +72 | SEC filing |
| 2025-11-12 | Johnson Denise C · Group President | Phantom Stock Units | J — Other acquisition or disposition | −10,944 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.